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How to create a benefit

Steps to create a benefit as a pay component in Sage Payroll

M
Written by Mathew Shulman
Updated over 2 months ago

Create a new benefit

  1. Go to Settings, Pay Components.

  2. Select Add New Pay Component at the top right.

  3. Select Benefit as a Pay Component Category.

  4. Choose an other taxable benefit selection under Pay component*

    • Other taxable benefits (Non-cash-insurable)

    • Other taxable benefits (Non-cash)

  5. Give the component a name and description, then Save.


Edit a benefit

  1. Go to Settings, Pay Components.

  2. Click Edit pay component on the benefit you would like to adjust.

  3. Edit it as required and choose Save.


Attach a benefit to a pay group or employee

When you attach a benefit to a pay group, it appears in all future pay runs for any employees in that pay group. This can save time if you have benefits that apply to lots of employees.

To attach a benefit to a pay group:

  1. Go to Settings, Pay Groups.

  2. Select the pay group you want to attach the pay component to, then click Edit Pay Group.

  3. Select Next twice to access the Pay Template Detail options.

  4. Select Add New Benefits and Allowances.

  5. Select check-box next to the new pay component, then choose Add.

  6. Check the pay component appears in the list, then click Save.

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